Purchases and Sales Made in Q3 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2024. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
193+ 0.68% |
$96.5K - $109K
|
28.5K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
191+ 12.81% |
$95.5K - $107K
|
1.68K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
189+ 28.38% |
$94.5K - $106K
|
855
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
186+ 23.22% |
$93K - $105K
|
987
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
184New |
$92K - $103K
|
184
$72.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
181+ 0.95% |
$90.5K - $102K
|
19.3K
$7.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
180+ 1.97% |
$90K - $101K
|
9.33K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
177+ 23.44% |
$88.5K - $99.5K
|
932
$369K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
173+ 29.42% |
$86.5K - $97.3K
|
761
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
172New |
$86K - $96.7K
|
172
$68.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
167New |
$83.5K - $93.9K
|
167
$66.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
164+ 1.79% |
$82K - $92.2K
|
9.3K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
164+ 1.91% |
$82K - $92.2K
|
8.74K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
163+ 4.84% |
$81.5K - $91.7K
|
3.53K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
162+ 0.42% |
$81K - $91.1K
|
38.5K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
160+ 8.5% |
$80K - $90K
|
2.04K
$808K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
159+ 1.33% |
$79.5K - $89.4K
|
12.1K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
156+ 0.57% |
$78K - $87.7K
|
27.5K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
155+ 0.81% |
$77.5K - $87.2K
|
19.4K
$7.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
152+ 22.29% |
$76K - $85.5K
|
834
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
150+ 6.04% |
$75K - $84.3K
|
2.64K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
149+ 4.4% |
$74.5K - $83.8K
|
3.54K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
144New |
$72K - $81K
|
144
$57K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
144+ 17.67% |
$72K - $81K
|
959
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
143+ 27.34% |
$71.5K - $80.4K
|
666
$264K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
139+ 3.27% |
$69.5K - $78.2K
|
4.38K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 2.52% |
$68K - $76.5K
|
5.53K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
135+ 1.71% |
$67.5K - $75.9K
|
8.05K
$3.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
135+ 1.89% |
$67.5K - $75.9K
|
7.27K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
135+ 9.85% |
$67.5K - $75.9K
|
1.51K
$596K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
133+ 8.26% |
$66.5K - $74.8K
|
1.74K
$690K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
133+ 34.1% |
$66.5K - $74.8K
|
523
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
133+ 4.23% |
$66.5K - $74.8K
|
3.28K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
130+ 7.65% |
$65K - $73.1K
|
1.83K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
129+ 2.1% |
$64.5K - $72.5K
|
6.29K
$2.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
129+ 4.5% |
$64.5K - $72.5K
|
2.99K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
127+ 1.96% |
$63.5K - $71.4K
|
6.6K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
125+ 1.59% |
$62.5K - $70.3K
|
8K
$3.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
125+ 14.4% |
$62.5K - $70.3K
|
993
$393K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
122+ 12.9% |
$61K - $68.6K
|
1.07K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
122+ 9.52% |
$61K - $68.6K
|
1.4K
$555K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
121+ 13.33% |
$60.5K - $68K
|
1.03K
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
121+ 0.77% |
$60.5K - $68K
|
15.7K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
121+ 24.06% |
$60.5K - $68K
|
624
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
120+ 10.53% |
$60K - $67.5K
|
1.26K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
119+ 3.95% |
$59.5K - $66.9K
|
3.13K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
118+ 1.56% |
$59K - $66.4K
|
7.7K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
117+ 3.49% |
$58.5K - $65.8K
|
3.47K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 4.32% |
$58.5K - $65.8K
|
2.83K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114+ 3.13% |
$57K - $64.1K
|
3.76K
$1.49M
|